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Palo Alto Networks

1,224 hedge funds and large institutions have $46.6B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 424 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 68

14% more capital invested

Capital invested by funds: $41B → $46.6B (+$5.62B)

13% more funds holding

Funds holding: 1,0881,224 (+136)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

10% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 387

17.01% less ownership

Funds ownership: 527.14%510.13% (-17%)

51% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $6.63B

Holders
1,224
Holders Change
+136
Holders Change %
+12.5%
% of All Funds
18.84%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.98%
New
226
Increased
424
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1001
Portland Global Advisors
Maine
$236K -$519 -6 -0.2%
PCM
1002
Penserra Capital Management
California
$236K +$42.6K +492 +24%
IIC
1003
Integrated Investment Consultants
Michigan
$231K -$77.9K -900 -27%
MGIA
1004
Moneta Group Investment Advisors
Missouri
$228K +$213K +2,460 New
MG
1005
Mather Group
Illinois
$227K +$211K +2,442 New
CAWM
1006
Capital Advisors Wealth Management
Washington
$227K +$212K +2,448 New
GFS
1007
GYL Financial Synergies
Connecticut
$225K +$210K +2,424 New
HWM
1008
HB Wealth Management
Georgia
$225K +$210K +2,430 New
NAMP
1009
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K +$208K +2,400 New
OWP
1010
Obermeyer Wealth Partners
Colorado
$223K +$208K +2,400 New
TFCP
1011
Twin Focus Capital Partners
Massachusetts
$223K +$208K +2,406 New
TFS
1012
Thoroughbred Financial Services
Tennessee
$223K +$209K +2,412 New
BJL
1013
Brighton Jones LLC
Washington
$222K +$207K +2,394 New
CF
1014
Copperwynd Financial
Arizona
$222K +$207K +2,394 New
CAM
1015
Claret Asset Management
Quebec, Canada
$220K +$206K +2,376 New
WPP
1016
Whalerock Point Partners
Rhode Island
$219K +$204K +2,364 New
PL
1017
Pluribus Labs
California
$218K +$203K +2,352 New
EDRIA
1018
Edmonds Duncan Registered Investment Advisors
Kansas
$218K +$218K +2,520 New
SC
1019
Savant Capital
Illinois
$215K +$201K +2,322 New
CC
1020
Callan Capital
California
$214K +$200K +2,310 New
ISL
1021
Ingalls & Snyder LLC
New York
$214K +$200K +2,310 New
PIA
1022
Pinion Investment Advisors
Kansas
$214K +$200K +2,310 New
CIA
1023
Capital Investment Advisors
Georgia
$213K +$198K +2,292 New
FFL
1024
Future Fund LLC
Illinois
$212K +$198K +2,286 New
LAM
1025
Lynch Asset Management
Pennsylvania
$210K +$195K +2,250 New

PANW Hedge Fund Activity: Q4 2021 in Review

1,224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2021, worth a combined $46.6B — up 14% from $41B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new PANW positions and 68 closed out — a net gain of 158 holders — while 424 added to existing stakes and 387 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.03B. The largest seller was Altshuler Shaham, cutting an estimated $672M.

  • 1,224 institutional investors held Palo Alto Networks (PANW) as of Q4 2021, up from 1,088 in Q3 2021.
  • Funds reported $46.6B of Palo Alto Networks stock for Q4 2021, up 14% quarter-over-quarter.
  • 226 funds opened new Palo Alto Networks positions in Q4 2021 and 68 closed out, a net change of +158 holders.
  • The largest Palo Alto Networks buyer in Q4 2021 was Wellington Management Group, an estimated $1.03B added.
  • The largest Palo Alto Networks seller in Q4 2021 was Altshuler Shaham, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2021.